Outfield integration with Outfield
How to Create incomplete tasks in Outfield for new Outfield accounts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create incomplete tasks in Outfield for new Outfield accounts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Outfield integrations
Outfield actions
Nekton can use any feature that is available in Outfield API.
Using our advanced AI, you can easily create custom automations for Outfield.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates an Activity including check-ins, meetings, phone calls, notes, emails, text messages and completed tasks.
Create Deal
Creates a new deal in your pipeline.
Create Incomplete Task
Creates an Incomplete Task
Find Account (Or Optionally Create)
Finds an Account.
Find or Create Account
Finds an Account.
Create Account
Creates an account.
About Outfield
Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices